See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,985 | $53,127+80.7% | $86,590+10.8% | $70,131+36.9% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 14.49% | 27.66%-13.2pp | 964.84%-950.3pp | 73.14%-58.6pp |
| Employer contribution / active EE | $3,038 | $2,068+46.9% | $2,839+7.0% | $2,342+29.7% |
| Participant deferral / active EE | $6,752 | $2,696+150.5% | $3,609+87.1% | $3,332+102.7% |
| Admin fee / account holder | $14,443 | $3,585+302.8% | $4,906+194.4% | $4,645+210.9% |